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Access level or Template folders

  • Access Level/Template folder is used to access the templates based on Profile, User access, and Queue.
  • While you create a template, you have to select Access Level.
  • To create an access level, follow the below steps.
Go to Salesforce > Access Level Tab
  1. Input your access level name.
  2. Select one of the Access Types from the drop-down list (Define your access level to be accessed by profile, Multi-user, or Queue).
  3. If you selected Access Type Is Profile, then Add profiles.
  4. Click Save
Access level or Template folders

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